Please complete the information below for the primary bank that you would like to link to your LPL Financial investment accounts using their Move Money on Demand feature. This will allow you to initiate both contributions and distributions by verbal phone authorization, as well as set-up recurring monthly transactions.
This optional feature provided by LPL Financial is especially important for monthly recurring withdrawals and Required Minimum Distributions (over age 72).
Note that we are bound by strict federal securities and banking regulations around money movement, and all money movement instructions must be confirmed by client verbal authorization for your protection.
Data Security
All information you share is held in strict confidence, and we will protect your information to the highest standards outlined by SEC, FINRA, state and regulatory agencies.
All data entered on this form is transmitted across a 256 bit SSL (Secure Socket Layer) connection for your protection – the same level of protection used by online banking or e-commerce providers. Additionally, for added security all form submissions are encrypted at the time of submission (high-grade RSA 2048) and stored in our servers for secure retrieval.